Senior Financial Strategist

1 day ago


Kozhikode, Kerala, India beBeeStrategist Full time ₹ 80,00,000 - ₹ 1,20,00,000
Job Description

As a Senior Paraplanner, you will operate across technical advice preparation, client implementation, and strategy development.

  • Paraplanning & Advice Support:
    • Prepare compliant Statements of Advice (SoAs) and Records of Advice (RoAs).
    • Conduct detailed financial modelling, legislative research, and product analysis.
    • Use XPLAN to construct advice documents.
  • Strategy Paper Development:
    • Build comprehensive financial strategy papers, clearly outlining rationale, benefits, risks, and implementation approach for recommended strategies.
    • Translate complex financial scenarios into clear written strategies.
    • Collaborate with advisers to refine and present strategy documentation.
  • Implementation & Client Workflow:
    • Execute pre-boarding, onboarding, and implementation of client strategies.
    • Manage rollovers, contributions, investment switches, insurance applications, and other advice actions.
    • Communicate with clients and providers for accuracy and timeliness.
  • Systems & Process Management:
    • Use XPLAN for advice production and CRM tracking.
    • Leverage GoHighLevel (GHL) to manage workflows, automation, and communications.
    • Identify and improve operational bottlenecks to drive efficiency.


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